The live expert was great and tried his best to help me. However, TurboTax has a major glitch. When I sent an "Extension" on 3/14/25, TurboTax recorded it as a RETURN instead of an EXTENSION. I even verified this on IRS site that no return was filed for 2024. After working with agent for over 2 hours, I had to print an Amended Return and send it by mail to IRS.
No problem with doing the entries and completing the form 1120, however, I could not get it to save as a pdf and upload for e-filing. I finally just printed it and will send it certified mail
For the return I filed for a trust on which the grantor is still alive yet I am the trustee & signing the forms, the instructions could be more clear. I eventually had an epiphany to add myself as Grantor at 0%, then add the living Grantor information as 100%, and it finally came out right. I didn't speak with a TurboTax assistant but utilized the AI option, on which prompted me to figure out the right way to do this. More explanation in this area will be helpful.
I worked for Intuit supporting the original version of QB DOS 1 and DOS 2, then Windows versions. I was there when TurboTax was acquired and have been an avid fan and user every year since. Unfortunately, this year the Business Version has not hit the mark and not even come close. 1: As a QB online user I am unable to import my data into Turbotax. (Okay, there is a work around but it took nearly two days, one full day was with Support Helping. 2: The rounding errors from Income & Expense amounted to about $5. This should be an automated fix with a couple of choices based on sound advice. 3: I paid my California $800 LLC tax online. It took hours to get past the downstream of this issue, 4: My partner and I work for the business along with 1 employee. When asked how many W2s we produced, I said 3, apparently the correct answer is 1. Add some explanation in the step-by-step. 5: When asked to insert income for Officers and income for Employees, the Previous years blank now showed the current Officers income while current year showed Total (Bug), 6: Final thoughts. This product needs major improvement or Customers will walk away.